A complete list of active advisors currently associated with Fortune Financial Advisors, LLC
Warmer can help you find a great advisor at Fortune Financial Advisors, LLC or one who fits your needs even better.
Fortune Financial Advisors serves individuals, businesses, and retirement plans and manages roughly $322.6 million in client assets across about 206 client relationships. The firm provides discretionary investment management, financial planning, and consulting services and may recommend or engage outside managers to implement client strategies. Fortune Financial typically manages portfolios on a discretionary basis, rebalancing holdings to match documented client objectives and risk tolerances, and uses mutual funds, ETFs and individual securities in its strategies. The firm operates as a fiduciary for advisory and retirement accounts, collects detailed financial information from clients, and may delegate portfolio management to third‑party managers when appropriate. Distinctive aspects include a relatively high average asset level per client (over $1.5 million) and an explicit willingness to employ margin and options alongside traditional investment vehicles. The firm also discloses that some associated persons are licensed insurance brokers who may receive commissions for non‑securities products, recently expanded its disclosures about using outside managers, and does not vote client proxies (but will discuss proxy matters with clients upon request).
To learn more about the advisors currently working at Fortune Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Overland Park, KS
| 4
| |
Overland Park, KS
| 19
| |
Overland Park, KS
| 4
| |
Overland Park, KS
| 11
| |
Overland Park, KS
| 26
|
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